John Overdeck’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

John Overdeck’s Portfolio SMMV Stock Details SMMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Sell	31,100 -5,500	-15%	-$246K	﹤0.01%	3315
2026 Q1	$1.6M	Buy	36,600 +1,700	+5%	+$75.8K	﹤0.01%	2933
2025 Q4	$1.51M	Buy	+34,900	New	+$1.5M	﹤0.01%	2656
2025 Q3	–	Sell	-7,200	Closed	-$302K	–	3910
2025 Q2	$302K	Sell	7,200 -23,700	-77%	-$979K	﹤0.01%	2786
2025 Q1	$1.28M	Buy	+30,900	New	+$1.29M	﹤0.01%	2028
2024 Q4	–	Sell	-152,500	Closed	-$6.22M	–	3457
2024 Q3	$6.22M	Buy	+152,500	New	+$6M	0.01%	969
2024 Q1	–	Sell	-13,900	Closed	-$496K	–	3364
2023 Q4	$496K	Buy	13,900 +200	+1%	+$6.77K	﹤0.01%	2462
2023 Q3	$453K	Buy	+13,700	New	+$470K	﹤0.01%	2320

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

John Overdeck's SMMV Position: Q2 2026 in Review

John Overdeck reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 15% in Q2 2026, selling an estimated $246K and leaving 31,100 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3315.

John Overdeck first reported a position in SMMV in Q3 2023 and has held it in 8 quarters since. The position peaked at $6.22M in Q3 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

John Overdeck held 31,100 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $1.43M as of Q2 2026.
John Overdeck sold 5,500 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $246K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3315 holding.
John Overdeck first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2023 and has held it in 8 quarters since.
John Overdeck's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $6.22M in Q3 2024.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.